401(k) · DOL Form 5500 · 2023
The Elizabeth Hospice 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $72,102
- Avg per participant Below avg balance/head
Official DOL plan name: The Elizabeth Hospice 401(k) Plan · Sponsored by The Elizabeth Hospice · California · Healthcare & Social Assistance
$18M in assets, 249 participants
The Elizabeth Hospice's The Elizabeth Hospice 401(k) Plan reported $18M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,316 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
The Elizabeth Hospice 401(k) Plan covers 249 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $18M.
- #13,316
- in Healthcare & Social Assistance (17,684 peers)
- +10.1%
- assets growth YoY
The Elizabeth Hospice 401(k) Plan's outsized position by total assets
The Elizabeth Hospice 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,953,473 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Elizabeth Hospice 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Elizabeth Hospice 401(k) Plan sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Elizabeth Hospice 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Elizabeth Hospice 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The Elizabeth Hospice 401(k) Plan reported participants fell from 268 in the plan year 2022 filing to 249 in the plan year 2023 filing.
DOL schedule card
Filing strip 953275679 · The Elizabeth Hospice PY 2023 · 401(k)
The Elizabeth Hospice 401(k) Plan · $18M · 249 · 71st
- EBSA $18M
- EBSA 249
- EBSA 71st
- EBSA 401(k)
- EBSA near Hughesleahykarlovic, Inc. 401(k) Plan
- EBSA ind #13316
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
The Elizabeth Hospice 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 953275679 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Elizabeth Hospice)
Sponsor-wide plan assets over time
All The Elizabeth Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 16.929245791347338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 268 | $16M |
| 2023 | 1 | 249 | $18M |
| 2024 | 1 | 221 | $19M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
The Elizabeth Hospice 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hughesleahykarlovic, Inc. 401(k) Plan in MO ($18M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Millennium Rehab & Consulting Group, Inc. 401(k) Plan (IA) 249 · 0 off
- Essa Bank & Trust 401(k) Plan (PA) 249 · 0 off
- Len Busch Roses 401(k) Retirement Plan (MN) 249 · 0 off
- Northstar Ems, Inc. 401(k) Profit Sharing Plan (AL) 249 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.